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iShares S&P 500 Growth ETF

1,588 hedge funds and large institutions have $32.3B invested in iShares S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 573 increasing their positions, 572 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,588
Holders Change
+47
Holders Change %
+3.05%
% of All Funds
23.02%
Holding in Top 10
152
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+25.62%
% of All Funds
2.2%
New
143
Increased
573
Reduced
572
Closed
71
Calls
$31.8M
Puts
$8.93M
Net Calls
+$22.8M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Shares
Change %
1W
1351
1776 Wealth
Georgia
$253K
NC
1352
NewSquare Capital
Pennsylvania
$253K +$240K +2,843 +1,822%
1WA
1353
180 Wealth Advisors
Washington
$252K +$252K +2,987 New
DIM
1354
Delta Investment Management
California
$252K -$4.68M -55,397 -95%
AAG
1355
Armstrong Advisory Group
Massachusetts
$252K
EP
1356
Eudaimonia Partners
Tennessee
$252K +$7.35K +87 +3%
LMKC
1357
L.M. Kohn & Company
Ohio
$249K +$249K +2,952 New
QC
1358
Quent Capital
New York
$249K
BA
1359
Bluesphere Advisors
Pennsylvania
$249K +$84 +1 +0%
TAM
1360
TCP Asset Management
Ohio
$249K +$249K +2,943 New
CCG
1361
Cypress Capital Group
Florida
$247K
1WM
1362
1900 Wealth Management
Texas
$247K -$9.8K -116 -4%
BBNA
1363
Bremer Bank National Association
Minnesota
$244K -$44.4K -526 -15%
MCIA
1364
Mountain Capital Investment Advisors
Colorado
$244K +$244K +2,900 New
D
1365
Diversified
Delaware
$244K +$84 +1 +0%
PWM
1366
Proathlete Wealth Management
Florida
$238K -$32.8K -388 -12%
RIM
1367
Rockbridge Investment Management
New York
$238K
LG
1368
LaFleur & Godfrey
Michigan
$236K -$40.5K -480 -15%
PP
1369
Patten & Patten
Tennessee
$235K
ACP
1370
Aviance Capital Partners
Florida
$235K +$235K +2,781 New
GBT
1371
Grove Bank & Trust
Florida
$235K +$235K +2,781 New
ECM
1372
Exchange Capital Management
Michigan
$234K +$234K +2,772 New
RP
1373
Riverwater Partners
Wisconsin
$232K
TP
1374
Tranquility Partners
Tennessee
$232K -$1.01K -12 -0.4%
MAG
1375
MRA Advisory Group
New Jersey
$231K +$169 +2 +0.1%